Add a Note

Use the Add Note dialog box to add a note for a buyer, seller, investor, purchased portfolio, sold portfolio, or sample portfolio.

To add a note

1. In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.

2. Double-click a record name. The information appears in the Information pane.

3. Click the Notes tab.

4. Double-click anywhere on the tab.

Select an Action Code: Action code to associate to the note.

Select a Result Code: Result code to associate to the note.

Enter Note: Note content.

5. Complete the information and then click OK.

Related Topics

Notes

Note Codes